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A comment on The Value Chain Constraint.

Re:The Value Chain Constraint by giacaglia on Tuesday February 26, 2019 @01:30PM (#19256974)
How does Ben Thompson know that Microsoft Azure holds the second position in the cloud market? Even though they are growing substantially according to their earnings call, Microsoft doesn't disclose what the numbers are for Azure. They only release it their numbers for Cloud, which includes a lot of products
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Re:The Value Chain Constraint by arbie on Tuesday February 26, 2019 @01:57PM (#19257213)
Amazon shared Gartner's ratios at their last Re:Invent: https://youtu.be/ZOIkOnW640A

AWS: 51.8% Azure: 13.3% GCP: 3.3%

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Re:The Value Chain Constraint by empath75 on Tuesday February 26, 2019 @04:37PM (#19258522)
From what I understand, azure includes a lot of office 365 customers.
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